Kyle Findlay Location
- Huntsville, AL, US
Kyle Findlay Work
- 2007 - now Senior Wealth Advisor @
- 2007 - now Senior Wealth Advisor @
- 2004 - 2007 Financial Planner @ First Financial Group
Kyle Findlay Education
- University of Alabama
Master's degree (Finance)
2003 - 2004 - University of Alabama, Manderson Graduate School of Business
Bachelor of Science (B.S.) (Quantitative Finance)
2000 - 2004
Kyle Findlay Skills
- Wealth Management
- Estate Planning
- Financial Advisory
- Strategic Financial Planning
- Investment Strategies
- ETFs
- Retirement Planning
- Equities
- Mutual Funds
Kyle Findlay Summary
- Kyle Findlay, based in Huntsville, AL, US, is currently a Senior Wealth Advisor at Keel Point, LLC. Kyle Findlay brings experience from previous roles at Keel Point and First Financial Group. Kyle Findlay holds a 2003 - 2004 Master's degree in Finance @ University of Alabama. With a robust skill set that includes Wealth Management, Estate Planning, Financial Advisory, Strategic Financial Planning, Investment Strategies and more. Kyle Findlay has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Keel Point Employees
Joseph Moore
Chief Wealth Officer
Arlington, VA, US
Mike Perry
President
Richmond, VA, US
Kyle Findlay
Senior Wealth Advisor
Huntsville, AL, US
Tony Benson
Senior Portfolio Manager
Alexandria, VA, US
Steve South
Senior Advisor to the President
Monument, CO, US
Valerie McPherson
Accounting and HR Manager
Huntsville, AL, US
Amanda Ahmed
Chief Operating Officer
Huntsville, AL, US
Dan Smith
Relationship Manager
Ashburn, VA, US
Tim Doozan
Senior Wealth Advisor
Purcellville, VA, US
Lyle Minton
Chief Investment Officer
Huntsville, AL, US
Lyle Minton
Chief Investment Officer
Huntsville, AL, US
David Parks
Founder and Executive Chairman
Vienna, VA, US
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